Charges
The Charges page displays all patient charges with comprehensive filtering, sorting, and action capabilities. View charge details, process payments, issue refunds, make adjustments, and manage payment plans.
View Charges
Navigate to Charges
Go to Billing → Charges
Review charge table
Each row displays amount, status, patient, date, and settlement details
Filter and sort
Use filters for status, date range, amount, patient, or creator
Create Charge
Click Create Charge
Located in the header area
Redirected to checkout
Select patient, add items/services
Complete charge
Process payment or save for later
View Charge Details
Click the expand arrow (▼) on any charge row to see:
- Creation details and history
- Payment timeline
- Adjustments and refunds
Charge Actions
Take Payment
Find outstanding charge
Look for “Outstanding” status
Open actions menu
Click the three dots (⋮)
Select Take Payment
Redirects to checkout for payment processing
Edit Charge Amount
Open actions menu
On the charge row
Select Edit Charge Amount
Adjustment modal opens
Enter adjustment
Positive to increase, negative to decrease. Add a reason.
Save
Charge total updates and history is recorded
Write Off Charge
Write-offs reduce the collectible balance. Use for charges that are uncollectible.
Open actions menu
On outstanding charge
Select Write off charge
Modal opens for write-off configuration
Configure
Full or partial amount, select reason, add notes
Confirm
Charge status changes and balance is reduced
Refund Payment
Find paid charge
Status shows “Paid” or “External Settlement”
Open actions menu
Select Refund Payment
Configure refund
Full or partial amount with reason
Process
Funds returned to patient
Other Actions
| Action | Description |
|---|
| Externally Settle | Mark as paid outside system |
| Cancel Payment Plan | Remove scheduled payments |
| Add/Edit Comment | Add internal notes |
| Edit Details | Modify service date, external ID |
| View Detailed Receipt | Generate comprehensive receipt |
Charge Statuses
| Status | Meaning |
|---|
| Outstanding | Unpaid balance |
| Payment Plan | Active scheduled payments |
| Paid | Fully paid |
| External Settlement | Paid outside system |
| Partially Paid | Some amount paid |
| Written Off | Marked uncollectible |
| Refunded | Payment returned |
Export Charges
Click Export Charges in the header to download charge data as CSV or Excel. Export uses current filter settings.
Troubleshooting
| Issue | Solution |
|---|
| Charge not showing | Check filters and location |
| Can’t refund | Payment may already be refunded |
| Export taking long | Narrow date range |
| Payment plan issues | Check for failed scheduled payments |
